Milestone Asset Management’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Milestone Asset Management’s Portfolio SPHD Stock Details SPHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Buy	+8,077	New	+$404K	0.06%	200
2025 Q4	–	Sell	-4,439	Closed	-$220K	–	252
2025 Q3	$220K	Buy	+4,439	New	+$216K	0.04%	210
2025 Q2	–	Sell	-4,340	Closed	-$218K	–	239
2025 Q1	$218K	Sell	4,340 -21	-0.5%	-$1.03K	0.05%	204
2024 Q4	$211K	Sell	4,361 -89	-2%	-$4.45K	0.05%	215
2024 Q3	$225K	Buy	+4,450	New	+$213K	0.05%	192

Other funds holding SPHD

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return